Chris has devoted 14 years of his career to providing holistic wealth management services to executives of public companies, private business owners, entrepreneurs, and other wealthy families. He focuses on asset allocation analysis, investment implementation, concentrated and restricted stock management, diversification strategies, and wealth transfer strategies. 

Chris's goal is to provide a family office platform to a limited number of private clients. He employs an extremely disciplined investment philosophy honed over many years and market cycles. Cutting-edge investment advice, exceptional client service, and transparent and honest communication are pivotal to the services he provides.